# Olistico Wealth, LLC

> Olistico Wealth, LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 315028
- Filed as: OLISTICO WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315028
- AdvisorCensus page: https://advisorcensus.com/firm/olistico-wealth-llc-tulsa-ok-315028

## Quick answers

**How is Olistico Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Olistico Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Olistico Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states); Flat fee: $1,500 to $10,000 (standalone financial planning services); Flat fee: $500 to $5,000 (Estate Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Olistico Wealth, LLC located?**
Olistico Wealth, LLC's principal office is in Tulsa, OK, according to its Form ADV.

**Is Olistico Wealth, LLC registered with the SEC or a state?**
Olistico Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315028.

**How much does Olistico Wealth, LLC manage?**
Olistico Wealth, LLC reports $371,509,330 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (74% discretionary).

**How have Olistico Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Olistico Wealth, LLC: Regulatory assets under management: $0 in the October 2021 data and $371,509,330 in the October 2026 data. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Olistico Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (203); individuals (other than high net worth individuals) (183); corporations or other businesses not listed above (10).

**Which custodians does Olistico Wealth, LLC use?**
Olistico Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Empower Financial Services, Inc. and Pershing Advisor Solutions LLC as custodians holding 10% or more of its separately managed account assets.

**Does Olistico Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315028

**What changed in Olistico Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $325,779,355 to $371,509,330 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states)

> OWL charges an annual asset -based fee of up to 2.5% of assets under management for wealth management services. This fee encompasses portfolio management and financial planning services.

- Flat fee: $1,500 to $10,000 (standalone financial planning services)

> The negotiated fixed rate for standalone financial planning services is between $1,500 and $10,000. The fee and services will be described in the financial planning agreement.

- Flat fee: $500 to $5,000 (Estate Planning)

> We charge a flat fee between $500 and $5,000 depending on the scope and complexity of the work.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Empower Financial Services, Inc.
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $371,509,330
- Discretionary: $274,457,335
- Non-discretionary: $97,051,995

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $31,493,692 |
| High net worth individuals | 203 | $227,167,736 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $92,646,986 |
| Charitable organizations | 4 | $7,298,607 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $12,902,309 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- olisticowealth.com
- Facebook @olisticowealth
- LinkedIn @Olisticowealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 4 | July 19, 2021 |
| October 2022 | $164,485,535 | 4 | September 26, 2022 |
| October 2023 | $169,157,421 | 4 | April 4, 2023 |
| October 2024 | $201,775,318 | 4 | March 5, 2024 |
| October 2025 | $325,779,355 | 4 | March 24, 2025 |
| October 2026 | $371,509,330 | 4 | March 24, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $371,509,330 in the October 2026 data.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $325,779,355 to $371,509,330 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olistico Wealth, LLC (CRD 315028): Form ADV filing data as of October 2026.